Our Services

Tax:

• Tax Return Preparation (individual, partnership, corporation, fiduciary)
• Year-End Planning & Tax Projections
• Estate Planning
• Review/Response to IRS and State Tax Notices
• Retirement Plan Consultation and Accounting
• Consultations with Client Advisors, Lawyers and Retirement Plan Administrators
• Wealth Accumulation Planning (gifts, income shifting, etc.)
• Tax Entity Analysis (corporate, partnership, trust)
• Payroll Tax Assistance Representation
• Investment Analysis
• Income Tax Deferral Planning

Accounting:

• Compilation/Review of Financial Statements
• Financial Forecasting
• Accounting Systems
• Cost Control Systems
• Accounting Form Analysis
• Credit Policy Design
• Record Retention and Management

Financial Management Advisory:

• Computer Systems Consulting
• Profit Improvement Advice
• Cost Reduction Programs
• Wage, Compensation and Incentive Planning
• Insurance Coverage Analysis
• Inventory Control Systems
• Pricing Strategy
• Cash Management
• Forecasting and Projections
• Budgeting
• Break-even and Return-on-Equity Analysis
• New Venture/Start-Up Assistance
• Buy/Sell Partnership Agreement Analysis, Ownership Capitalization and Reorganization Planning

Business Management:

• Funds Depositing and Bill Paying
• Budgeting
• Employee Benefits Analysis and Insurance Analysis
• Loan Procurement
• Investments Review